Corporate News CIBC adds senior professionals to its US Private Wealth team CHICAGO, MAY 1, 2023—CIBC today announced the addition of three senior professionals to its US Private Wealth team, expanding its capabilities across the US with a key goal in mind: to help our clients achieve their ambitions.
- Brett Amerson, managing director and market manager in Newport Beach, California
- John Gaughan, senior private banking advisor in Chicago, Illinois
- Greg Petersen, managing director and private banker in St. Louis, Missouri
“The expansion of our team allows us to bring the full complement of CIBC’s private banking and wealth management services to our clients,” said John. S. “Jack” Markwalter, Jr., CEO, CIBC Private Wealth, US. “ It’s a pleasure to continue to offer clients personalized solutions that can help them build and preserve their wealth throughout generations.”
Bringing 15 years of industry experience to his role as market manager covering southern California for CIBC Private Wealth, Brett Amerson is responsible for establishing and growing relationships with high net worth individuals and families, C-suite executives, and business owners. Working with other members of the firm, Amerson assists his clients with private banking services, wealth and liquidity management, and trust and estate services. Prior to joining the firm, he served as a private client advisor at Bank of America’s Private Bank.
Amerson earned a bachelor’s degree in ocean engineering from Texas A&M University and a Master of Business Administration degree with emphases in finance and real estate from the University of San Diego.
John Gaughan is a senior private banking advisor for CIBC Private Wealth Management, US, with over 30 years of banking experience. In this role, he works with high net-worth individuals and families on a wide range of banking matters, including complex credit and cash solutions, while focused on financial planning and best practices to preserve, manage, and transfer wealth for current and future generations.
Prior to joining the firm, Gaughan was a senior vice president at First Midwest. He received a bachelor’s degree in business administration with a specialization in finance from Marquette University and a master’s degree in finance from the Charles H. Kellstadt Graduate School of Business.
With more than 35 years of industry experience and a background in the mortgage and the real estate industry, Greg Petersen joins CIBC Private Wealth as a private banker in St. Louis Missouri, providing integrated wealth management advice to high net worth individuals and families. He has significant experience managing complex private banking relationships and providing clients with strategic advice and guidance in tailored credit and banking solutions. Previously, Petersen served as a lending advisor at Regions Bank Private Wealth Management Group and in senior relationship management roles at Northern Trust and Bank of America. He earned a bachelor’s degree in finance and marketing from the University of Missouri.
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